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Create and attach payment links to updated invoice records

Create and attach payment links to updated invoice records

Your invoices often lack ready-to-send payment links after status updates, forcing billing staff to create links manually. You can send payable URLs same day.

Create and attach payment links to updated invoice records

Overview

When invoice records change to a payable state, manual link creation slows collections and ties up billing staff. This flow auto-generates a product, price, and hosted pay link, attaching the URL to the invoice so you can deliver payable invoices same day.

Create and attach payment links to updated invoice records